Richard Comeau
Executive Director, Wealth Management,
Financial Advisor,
Alternative Investments Director,
Global Sports and Entertainment Director
Direct:
(305) 533-0215(305) 533-0215
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
An Executive Director, Alternative Investments Director, Global Sports and Entertainment Director, Richard Comeau, has over 38 years of experience devoted to the investment management business. His extensive knowledge and experience of the markets leads to a long term technical approach to investing. His career experience at the best firms on Wall Street gives him acknowledge of the industry which leads to unbiased guidance in the construction of investments and portfolio management.
Richard is an alumnus of Marquette University with a Bachelor’s Degree in History and a minor in Business Administration. After graduation, he started his career in New York City in 1986 in New York City. He has worked at the best institutions in the industry such as Lehman Brothers, Goldman Sachs, J. P. Morgan and now at Mogan Stanley since July of 2020. Richard’s dedication and diligence over his career have earned him several top recognitions. In 2019, he was named one of the Top 400 Financial Advisors by The Financial Times, and in 2020 he was named one of the Best In State Advisors by Forbes Shook Research. While at Morgan Stanley he was a member of the Century Club in 2021 and The Master’s Club in 2022.
Richard and his wife, Julia, live in the Brickell area in Miami, Florida since 2018. He has three children who are working in the Northeast. Having raised his family in Greenwich where he spent years coaching youth sports. Julia and Richard are active pickleball players and enjoy travelling. He continues to work with professional athletes, business owners, doctors, and helps with their charitable endeavors. He and his wife have been active supporters for Global Lyme Alliance.
Richard is an alumnus of Marquette University with a Bachelor’s Degree in History and a minor in Business Administration. After graduation, he started his career in New York City in 1986 in New York City. He has worked at the best institutions in the industry such as Lehman Brothers, Goldman Sachs, J. P. Morgan and now at Mogan Stanley since July of 2020. Richard’s dedication and diligence over his career have earned him several top recognitions. In 2019, he was named one of the Top 400 Financial Advisors by The Financial Times, and in 2020 he was named one of the Best In State Advisors by Forbes Shook Research. While at Morgan Stanley he was a member of the Century Club in 2021 and The Master’s Club in 2022.
Richard and his wife, Julia, live in the Brickell area in Miami, Florida since 2018. He has three children who are working in the Northeast. Having raised his family in Greenwich where he spent years coaching youth sports. Julia and Richard are active pickleball players and enjoy travelling. He continues to work with professional athletes, business owners, doctors, and helps with their charitable endeavors. He and his wife have been active supporters for Global Lyme Alliance.
Securities Agent: PA, GA, WV, CT, SC, NC, IL, NH, DC, IN, NY, MO, DE, UT, RI, AZ, OK, NV, NJ, MD, CA, TX, TN, MI, FL, CO, WA, VT; General Securities Representative; Investment Advisor Representative
NMLS#: 2147096
NMLS#: 2147096
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Service Team
Andres Bordone - Registered Client Service Associate
Phone:
(305) 376-8516(305) 376-8516
Email:Andres.Bordone@morganstanley.com
Location
200 S Biscayne Blvd
Ste 1100
Miami, FL 33131
US
Direct:
(305) 533-0215(305) 533-0215
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
Ready to start a conversation? Contact Richard Comeau today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
